Retirement Visions Syracuse NY

Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. Thomas F. Baker, CFP®
(315) 849-9494
126 N Salina Sreet
Syracuse, NY
Firm
PBJ Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Karl Jacob, CFP®
(315) 472-9127
221 S Warren St
Syracuse, NY
Firm
Dannible & McKee, LLP
Areas of Specialization
Business Succession Planning, Divorce Issues, Education Planning, Estate Planning, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Richard P La Voie, CFP®
(315) 425-6370
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. William Eichinger, CFP®
(315) 735-1500
500 Plum St
Syracuse, NY
Firm
Wells Fargo Advisors

Data Provided by:
Mr. Gary A. Grossman, CFP®
(315) 701-6304
110 W Fayette St
Syracuse, NY
Firm
Green Seifter Certified Public Accountants, PLLC

Data Provided by:
Ms. Lisa D. Miller, CFP®
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA

Data Provided by:
Mr. David W. Treichler, CFP®
(315) 430-3283
120 E Washington St Ste 922
Syracuse, NY
Firm
Arabella Wealth Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
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